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Client Reporting Associate Jobs in Dallas, TX (NOW HIRING)

Husch Blackwell LLP

Financial Reporting Manager

Dallas, TX · On-site +1

$100K - $137K/yr

... Client Service, and Innovation. If you are a motivated professional looking for a long-term fit ... The Financial Reporting Manager is responsible for supporting the Associate Director of Financial ...

Husch Blackwell Llp

Financial Reporting Manager

Dallas, TX · On-site +1

$100K - $137K/yr

... Client Service, and Innovation. If you are a motivated professional looking for a long-term fit ... The Financial Reporting Manager is responsible for supporting the Associate Director of Financial ...

Limitless East Marketing

Client Support Associate

Dallas, TX · On-site

$17.25 - $23.75/hr

Elevare Branding is seeking a Client Support Associate to join our team in Dallas, TX. This role is ... reports, documents, and updates related to client projects * Monitor client requests and ensure all ...

Alphabe Insight Inc

Client Support Associate

Dallas, TX · On-site

$17.25 - $23.75/hr

Elevare Branding is seeking a Client Support Associate to join our team in Dallas, TX. This role is ... reports, documents, and updates related to client projects * Monitor client requests and ensure all ...

Associa

Client Treasury Associate

Dallas, TX · On-site

The Client Treasury Associate will support the implementation of treasury management solutions for ... This position reports to the Business Development Manager. Job Duties and Responsibilities Duties ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Dallas, TX

Client Reporting Associate information

See Dallas, TX salary details

$10.9K

$67.7K

$138.5K

How much do client reporting associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for client reporting associate in Dallas, TX is $67,711.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,100.00 and $86,600.00 per year, depending on experience, location, and employer.

What does a client reporting associate do?

A Client Reporting Associate is responsible for preparing, analyzing, and delivering regular reports to clients, typically in financial or investment firms. They ensure that clients receive accurate and timely information about their accounts, investments, or services. Their duties often include data collection, report generation, troubleshooting discrepancies, and responding to client inquiries. Strong attention to detail, analytical skills, and proficiency with reporting tools are crucial for this role.

What are the key skills and qualifications needed to thrive as a client reporting associate, and why are they important?

To thrive as a Client Reporting Associate, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree. Familiarity with reporting tools such as Microsoft Excel, data visualization platforms, and client relationship management (CRM) systems is typically required. Exceptional communication, problem-solving abilities, and time management help you deliver accurate reports and respond effectively to client inquiries. These skills are crucial for ensuring data integrity, meeting client expectations, and supporting informed decision-making.

What are some common challenges faced by client reporting associates, and how are they typically addressed in the workplace?

Client Reporting Associates often encounter challenges such as managing tight deadlines for delivering accurate reports, adapting to evolving client requirements, and ensuring data integrity across multiple systems. To address these, teams typically implement robust quality control processes, use advanced reporting tools, and maintain clear communication channels with both internal teams and clients. Regular training and collaboration with portfolio managers, compliance, and IT teams also help associates stay updated on best practices and handle complex reporting needs efficiently.

What is the difference between Client Reporting Associate vs Client Service Associate?

AspectClient Reporting AssociateClient Service Associate
Required CredentialsBachelor's degree, familiarity with reporting toolsBachelor's degree, strong communication skills
Work EnvironmentData analysis, report preparation, client reportingClient communication, account management
Employer & Industry UsageFinancial services, asset managementBanking, financial institutions
Common Search & ComparisonFocus on reporting and data analysisFocus on client interaction and support

The main difference is that a Client Reporting Associate primarily handles preparing and analyzing client reports, while a Client Service Associate focuses on direct client communication and support. Both roles require strong communication skills and familiarity with financial data, but their daily tasks and focus areas differ.

What are popular job titles related to Client Reporting Associate jobs in Dallas, TX?

For Client Reporting Associate jobs in Dallas, TX, the most frequently searched job titles are:

What job categories do people searching Client Reporting Associate jobs in Dallas, TX look for?

The top searched job categories for Client Reporting Associate jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Client Reporting Associate jobs?

Cities near Dallas, TX with the most Client Reporting Associate job openings:

Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Dallas, TX as of August 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 100% In-person job distribution, with an average salary of $68,000 per year, or $32.7 per hour.

Client Services Associate - Waterworth Wealth Advisors

Kestra Financial Independent Advisor

Grapevine, TX • On-site

Full-time

Medical, PTO

Re-posted 9 days ago

Job description

Full-time, Client Service Associate (CSA)
Requirements
Summary:
Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.
We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through.
This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations. If you are energetic, collaborative, client-focused, and have a heart to serve others, Waterworth Wealth Advisors is your place.
Critical Outcomes and Responsibilities:
  • Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives
  • Deepen client relationships through proactive, regular client interaction, including appointment scheduling and correspondence: answer all incoming calls and make positive client impressions on behalf of the firm
  • Assist in client meeting preparation and follow-up, including assembling requisite paperwork, report generation, and post-meeting documentation
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures
  • Deposit checks received and maintain the check blotter in adherence to compliance guidelines
  • Maintain CRM database; define and ensure adherence to appropriate client service models
  • Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
  • Manage multiple and competing priorities daily in pursuit of business objectives
  • Support client communications and social media marketing

Qualifications, Skills, and Behavioral Requirements:
  • Bachelor's Degree along with a minimum of 3 years executive administrative experience; financial services industry experience a plus
  • Strong written and verbal communication skills
  • Ability to pay close attention to detail, ensure accuracy and completeness of work
  • Proficient with CRM Systems as well as Outlook, Microsoft Word, Excel, and PowerPoint
  • Basic knowledge of financial principles, retirement products, or financial planning
  • Proven ability to manage advanced, confidential, administrative duties
  • Outstanding organizational skills and excellent follow-through
  • Capable of acting as a self-starter with an excellent ability to multi-task and prioritize
  • Effective without direct management and a structured environment, but able to follow procedures and regulatory requirements
  • Prefers a systematic approach to decision making but is capable of timely responses
  • Prefers to be accommodating to the needs of clients and co-workers but able to take a personal position that is different from the groups' position when necessary

***Federal, State, and local background checks are required.
***Credit Check required
Interested parties should email their resume as well as a letter of interest to seana@waterworthwa.com.
We will start interviewing immediately, and we will accept resumes until we have the right person on board.
Benefits
  • A collaborative team environment with competitive pay and an opportunity for team bonuses
  • Growth opportunity (education/experience/exposure to high level investing and financial matters)
  • Direct communication/access to the principle of the firm
  • PTO and Holidays
  • Discounted gym rates
  • Health benefits
  • Birthday and Team Celebrations

Apply